Post Call AI Summary and CRM Update
When a sales call ends, AI reads the full transcript and writes structured notes to your CRM within seconds. Key objections, budget signals, next steps, and competitor mentions are captured every time, with zero typing from your team.
Client Health Score Monitor
An automated workflow pulls signals from your email, calendar, project management, and billing systems to calculate a composite health score for every client account. At risk clients surface in a weekly Slack digest so account managers can step in before anyone churns.
Vendor Agreement Intake and Comparison
When a vendor sends a contract, AI extracts payment terms, liability caps, termination clauses and auto renewal dates into a structured row. Your procurement team can then compare every vendor agreement side by side, spotting bad deals before anyone signs.
Real Estate Lead Scoring with Skip Tracing
Automatically scan public property records for distress signals, score each lead by motivation level, and skip trace owner contact details into your CRM so your outreach starts before competitors even open their spreadsheets.
Invoice Follow Up & Collections Agent
An automated agent monitors your aging invoices, sends personalised follow up emails that escalate in tone based on how late the payment is, and alerts your team when human intervention is needed. You collect more of what you're owed without the awkward chasing.
Insurance Needs Analysis Document Generator
After a fact find meeting, your CRM data feeds straight into needs analysis formulas and produces a branded PDF document in under two minutes. No spreadsheets, no copy pasting, no formatting.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
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